| 13 New, 29 Fixes, and 8 Miscellaneous
features |
| New Features |
| |
1. QuoteWerks now supports SalesLogix
6.2.
|
| |
2. Increased the supported length for the Document Number
(DocNo) from 12 to 20.
|
| |
3. The
print layout last selected when printing a specific document
is now saved with the document so that next time you open the
document and select File|Print, the print layout that you
printed last time will be selected. This also applies when
printing a quote, order, or invoice type layout. A separate
last used layout will be stored for each document type for
that document.
|
| |
4. When
importing products, you can now specify which line of the
import file you want to start importing from. This is useful
for when the first line of data in the import file contains
the column titles of the data, you can now not import that
line.
|
| |
5. When
importing products, added a new import option that only
updates existing products and if an existing product is not
found, then nothing is done for that
product.
|
| |
6. When
creating management reports, old revision documents where
automatically filtered out so you could not report on them.
Now, if you specify a filter for the
DocumentHeaders.Superceeded field in the filter, the report
will obey whatever setting you specify. Set the filter to
Superceeded<>0 to only include old revisions in the
results, or set the filter to Superceeded=0 to only include
the current revision.
|
| |
7. For
customers using the USA tax system, added new global "Shipping
Is Taxable" option on the Installation tab of the
Tools|Options menu. When checked any shipping amount will be
subject to the tax rate specified in the
document.
|
| |
8. Added
new cover page macros &DH_&SoldToAddress,
&DH_&SoldToFullAddress, &DH_ShipToAddress,
&DH_&ShipToFullAddress,
&DH_ShipVia
|
| |
9. In the
contact lookup for the QuoteWerks contact database, there is
now a "contains" operator search used when searching by
company name.
|
| |
10. Added
site.ini key BundleItemQuantityDisplayFormat under the
[System] section. When set to 1, the quantity of the bundled
item will not be displayed at the beginning of the description
for that bundled item like "(2) Speakers" when printing the
document.
|
| |
11. Added
a refresh button to the File|Open window. This re-runs the
search using the same filter crtieria. Useful when you have
opened a quote from the list, made a change, saved the quote
and then have come back to the File|Open window, clicking on
Refresh will update that quotes data in the
grid.
|
| |
12. In the
backend api (qw4.dll) the
Installations.Installation.Licensing.Licenses collection now
fully populates with all the licensing information for the
installation.
|
| |
13. When
saving a new document the Document name is always blank and
you need to type in a name. Many people type in the company
name, date, and a brief description of the document. Now there
is a new feature that you can customize to automatically
default the document name to the company name and today's
date! Customize this on the Document tab of the Tools|Options
menu.
|
| Misc Features |
| |
1. When
upgrading the version 3.0 .dta archived files located in the
\QuoteWerks\Archives folder are now not deleted. QuoteWerks
4.0 cannot upgrade/import archived QuoteWerks 3.0 .dta
files.
|
| |
2. QuickBooks 2004 is now listed as supported when selecting
QuickBooks as the contact manager to use with QuoteWerks on
the Contacts|Setup Contact Manager menu.
|
| |
3. When
error about ConvertISODateTimeToLocalizedFormatAndTimeZone is
displayed, the error message now includes the ISOData being
passed.
|
| |
4. Added
error catching for OS permissions when writing log file
entries.
|
| |
5. Added
QuickBooks Debug mode technical support feature for debugging
QuickBooks interactive link issues.
|
| |
6. When
selecting a file to import the number of columns detected is
now sampling all twenty first lines of data instead of just
the 20th line of data.
|
| |
7. When
importing PriceModifier and CostModifier field values, the
import process now upper cases the value (which is
required)
|
| |
8. For the
user access right "CannotModifyContactRecord", this security
right now allows the user to click on the edit button to view
a contact record, but prevents the user from saving changes to
the contact record.
|
| Fixes |
| |
1. When
importing product information containing volume pricing or
volume costing and the price level amount being imported was a
price modifier or cost modifier it was getting replaced with
0.
|
| |
2. When
selecting a cost modifier on the Volume costing or customer
based cost levels windows, the selection dialog was
incorrectly titled "Select Price
Modifier"
|
| |
3. QtyMultiplier1, QtyMultiplier2, QtyMultiplier3,
QtyMultiplier4 fields were displaying on the Advanced tab of
the Product Import Wizard and should not have
been.
|
| |
4. When
importing product information if a "\n" character combination
was used to represent a new line, QuoteWerks was changing it
to CRCRLF instead of CRLF.
|
| |
5. Double
clicking in the CustomMemo01 or CustomMemo02 cell on the
Document Items tab of the Quote Workbook did not bring up the
zoom window.
|
| |
6. The
help file table of contents was missing and there were
references to old QuoteWerks 3.0 information and old business
hours.
|
| |
7. On
product import wizard, QuoteWerks would ask you if you wanted
to save a template when beginning the import even if you saved
the template prior to beginning the
import.
|
| |
8. Typo in
error import message when a column to import did not
exist.
|
| |
9. The
select all and de-select all buttons for the Product spec
sheets on the File|Print window were appearing to select or
deselect the items, but they were not.
|
| |
10. The
list of items to choose from in the configurator was not being
sorted by the SortOrder specified.
|
| |
11. Bug in
Windows XP SP2 causes the print preview window to appear empty
until you use the scrollbar.
|
| |
12. When
printing grouped line items on a purchase order, the
qunatities of the grouped items were not
printing.
|
| |
13. For
Corporate Edition users, when creating a report on a product
database and using a filter, an error would occur regarding
'Products' does not match with a table
name.
|
| |
14. For
GoldMine users, when saving a document as the next revision,
if there was a sales forecast for this document the sales
forecast value was not getting updated.
|
| |
15. When
exporting to QuickBooks, the Terms field value was incorrectly
being limited to 15 characters. It has been corrected to the
QuickBooks max supported length of 31
chars.
|
| |
16. Then
ConvertedOn, ConvertedBy, and ConvertedRef field values were
getting cleared when the document was opened and saved after
it had been converted.
|
| |
17. When
checking the option to delete dtf files when using the Purge
Document Wizard the dtf files were not getting
deleted.
|
| |
18. After
printing a document, and then closing the document, you would
be prompted to save changes even if no changes to the
selections of layout, cover page, literature or spec sheets
were made.
|
| |
19. When
downloading dtf files from salesforce.com using the Merge
Remote Documents feature, would receive an error about an
invalid month in the file.
|
| |
20. When
adding bundle items to a large relation database, "Overflow"
error.
|
| |
21. Error
430 in Medic utility when selecting Utilities|Data Manager for
QuoteWerks databases
|
| |
22. Using
the new ShippingIsTaxable ini option, now works with the old
iif export method of the older outdated QuickBooks
link.
|
| |
23. Improvements to the upgrade process when converting
combined city, state, postal code data into separate
fields.
|
| |
24. When
upgrading a QuoteWerks 3.0 installation, if the 3.0
installation contained more than one reference to the same
product database file (listed under the Products|Setup Product
Databases menu), an error would occur when upgrading this file
that would cause the entire upgrade process to
fail.
|
| |
25. Grouped bundles individual bundle item QtyTotal fields
were showing.
|
| |
26. Double
clicking on an installation listing in the QuoteWerks Launcher
did not select it.
|
| |
27. A
wizard step in the Rehost wizard was titled "Upgrade
Options".
|
| |
28. Pressing ENTER key on File|Open window did not initiate
search.
|
| |
29. In the
Rebuild CM Document Transport Files window, the label
%DTFFolder% was not getting replaced with the actual folder
location.
|
